Generational Wealth Planning

Financial Advisor Brooklyn Heights Families Can Trust

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Beyond Directories and Big Brands

Searching for a financial planner in Brooklyn Heights often leads to directory listings or large national firms. If you’re looking for a real advisory relationship—with direct access and objective guidance—structure matters.


Lionshead Wealth Management serves Brooklyn Heights professionals and families as an independent, SEC-registered RIA. We are not affiliated with brokerage firms, insurance companies, mutual funds, or money managers. That independence supports recommendations grounded in your goals—not product incentives.


You deserve clarity before you commit.

Brooklyn Heights Wealth Management Built Around Real Life

Financial planning in Brooklyn Heights often involves:


  • Multi-property ownership between Brooklyn and Manhattan
  • Variable income from real estate, partnerships, or executive compensation
  • High-income tax coordination
  • Legacy and beneficiary alignment
  • Retirement income structuring

Our Brooklyn Heights wealth management approach integrates investment strategy, retirement planning, estate coordination, and risk review into one cohesive framework. Instead of a one-size-fits-all plan, you receive structured guidance built around your decisions and priorities.

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Who We Work With in Brooklyn Heights

We frequently support:


  • Real estate professionals and investors
  • Attorneys and law firm partners
  • Corporate executives and business owners
  • Families managing trusts and generational planning
  • Retirees seeking coordinated income strategy

Every engagement begins with in-depth discovery. That process allows us to design recommendations with clear rationale—so you understand the tradeoffs behind every decision.

Brooklyn Fiduciary Advisor With NYC Access

As a Brooklyn fiduciary advisor, Lionshead operates under SEC registration and fiduciary standards. You can verify our regulatory status and disclosures through the SEC’s public database and Form CRS documentation.


Our office is located at:


250 W 55th St, 17th Floor

 New York, NY 10019


That Midtown Manhattan location is easily accessible from Brooklyn Heights by subway, car, or ferry. We also offer virtual meetings for flexibility—so you can choose what fits your schedule.


For more on how independence shapes our recommendations, visit:

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Common Questions From Brooklyn Heights Residents

  • Do you work with clients in Brooklyn Heights?

    Yes. We serve clients throughout Brooklyn Heights and surrounding neighborhoods, with both in-person and virtual meeting options.

  • Are you a fee-based or commission-based advisor?

    We are an independent, SEC-registered RIA and are not affiliated with brokerage or insurance product providers. Compensation details are explained clearly during the engagement process.

  • What services do you provide locally?

    Services include wealth management, financial planning, retirement planning, estate coordination, risk management, family office services, and 401(k) advisory.

  • How do I know if we’re a fit?

    Schedule a structured 30-minute conversation to clarify goals, service needs, and next steps before moving forward.

A Strategy That Fits Your Life in Brooklyn Heights

You don’t need generic advice or a distant hotline. You need a financial planner near Brooklyn Heights who offers objective recommendations, clear communication, and structured next steps.


Lionshead Wealth Management provides financial planning built around your life—with independence and accountability at the center.